Wealth Management Leadership Expert

We are seeking a highly skilled Director, Data Intelligence to join our Business Best Practices team at National Bank Financial – Wealth Management. In this role, you will act as a business coach and guide for wealth management advisors, driving their growth and success.Your Role:Coach and Mentor: Support wealth management advisors in improving their...

About the RoleWe are seeking an experienced Wealth Management Expert to join our team in Montreal. As a key member of our Commercial & Private Banking 1859 sector, you will play a crucial role in providing exceptional financial services to our wealthy clients.Job ResponsibilitiesDevelop and execute strategic plans to grow our wealth management business in...

Job DescriptionWe are seeking a seasoned Wealth Management Expert to join our team in Montreal. This is an excellent opportunity for a professional with expertise in wealth management and a passion for delivering exceptional customer service.About the RoleDevelop and execute strategies to grow our wealthy clientele market in the Montreal area, working...

Position OverviewAviso Wealth seeks a highly skilled Financial Markets Expert - Fund Trader to join its Trading team. The ideal candidate will possess extensive knowledge of financial markets and trading practices, with the ability to work independently and collaboratively as part of a dynamic team.

Company OverviewNational Bank is a leading financial institution dedicated to delivering exceptional wealth management services to high-net-worth individuals. Our team of experts is committed to providing personalized advice and support to help our clients achieve their financial goals.Salary: $85,000 - $110,000 per yearJob DescriptionWe are seeking an...

About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $125 billion in total assets under administration and management, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.We're a trusted partner for nearly all credit unions across...

IG Wealth Management is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. Our vision is to inspire financial confidence by providing a broad range of financial planning and investment management services to help Canadians meet their financial goals.About IG Wealth ManagementWe are...

About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

Senior Total Wealth PlannerEstimated Salary: $90,000 - $120,000 per annum.About the RoleThis is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for providing comprehensive financial planning advice and support to high net worth clients and acting as the in-field subject matter expert and...

About This RoleWe are seeking a highly skilled Expert French Translator to join our Global Wealth Management Linguistic Services team. In this role, you will play a key part in the success of our organization by translating, adapting and revising high-visibility client-facing documents and internal communications.As a translator-reviser, your primary...

As a Senior Compliance Advisor in the Wealth Management Compliance team at National Bank, you'll play a pivotal role in safeguarding investors, portfolio managers and other sector stakeholders.Your key responsibilitiesIdentify high-risk situations and conduct thorough analyses to mitigate potential threatsServe as a resource person on portfolio manager...

About the RoleWe are seeking a talented Private Wealth Advisor to join our Commercial & Private Banking 1859 team at National Bank. As a Private Wealth Advisor, you will play a key role in providing exceptional customer service, building strong trusting relationships, and delivering expert financial planning solutions to our high-net-worth clients.Key...

Job SummaryWe are seeking a highly skilled Senior Trader and Mutual Fund Expert to join our Trading team at Aviso Wealth. As a key member of our team, you will be responsible for supporting the Manager, Mutual Funds, in ensuring seamless support and problem resolution with all activities related to Mutual Funds. You will also play a crucial role in placing...

**Executive Opportunity at ExecThread**We are seeking a highly skilled and experienced Strategic Wealth Management Director to join our team. This leadership role is focused on developing, executing, and achieving strategic business objectives and customer service initiatives.The successful candidate will be responsible for establishing and implementing...

We are seeking a Strategic Business Coach for Wealth Management to join our team at National Bank Financial. This is an exciting opportunity to leverage your expertise in business coaching and wealth management to drive growth and improvement in the practices of our wealth management advisors.About the RoleDesign and deliver tailored coaching programs...

Job Title: Wealth Tech Platform SpecialistLocation: Job Type: Full-time Reports to: Chief Revenue Officer About Sofistic: At Sofistic, we empower financial professionals to drive success through cutting-edge AI technology solutions. Our platform leverages AI-driven insights to enhance decision-making, optimize portfolio management, and improve client...

Expertise in Full-Stack Development for Wealth ManagementWe are seeking a highly skilled Full Stack Developer to join our Wealth Management team at National Bank. As an expert in full-stack development, you will play a key role in the design, implementation, and maintenance of multiple front-end and back-end applications.About the RoleIn this position, you...

Job Summary:We are seeking an experienced Strategic Portfolio Manager to join our Investment Solutions team at NBC. As a key member of our team, you will play a critical role in providing expert portfolio management advice and support to our wealth advisors.About the Role:Provide strategic portfolio management advice and support to wealth advisors to help...

Job SummaryWe are seeking a Financial Planning Expert to join our team as a Wealth Creation Specialist. This role is responsible for identifying clients' investment and financing needs, drafting personalized financial plans, and advising clients on customized solutions.

Job DescriptionWe are seeking a highly skilled Strategic Portfolio Management Expert to join our Investment Solutions team at NBC.As a key member of our team, you will provide expert advice and support to our wealth advisors on portfolio management best practices. You will work closely with our discretionary managers to develop and implement strategic...